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Market liposuction

As we exit the extended lockdown period of stimulus super-binge, 2022 is likely to bring a dose of central bank liposuction treatment...

  • Rachel Reutter
  • Michael Ulrich
13 Jan 2022

Market liposuction

As we exit the extended lockdown period of stimulus super-binge, 2022 is likely to bring a dose of central bank liposuction treatment...

04 Jan 2022

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

23 Dec 2021

The land of smiles no more

With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the impact of the pandemic on Thailand.

21 Dec 2021

Performance Fee Notification to Shareholders

The way we calculate performance fees is changing. Check our Q&A for further details.

20 Dec 2021

Emerging Markets Spotlight

The opportunity within emerging markets is more compelling than the opportunity of emerging markets.

15 Dec 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

13 Dec 2021

Regnan Sustainable Water and Waste Fund made available to Europe

Regnan and J O Hambro Capital Management Limited (JOHCM) announce the launch of an offshore vehicle for the Regnan Sustainable Water and Waste Fund.

10 Dec 2021

A View from Asia

Portfolio management during uncertain times: JOHCM Asia ex Japan fund manager, Samir Mehta, outlines his strategy 

01 Dec 2021

UK Equity Income Bulletin

"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update. 

30 Nov 2021

The Armchair Observer

I too could not resist it. Every single friend of mine urged me to watch Squid Game and finally I gave in...

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